The Future of Financial Services
AI is transforming what financial institutions can be, and what the people inside them can achieve. Ross Dawson’s financial services keynotes give leaders and their teams a clear frame for the shift to Humans + AI in finance, and the moves that create the future of their institution.
Ross was formerly Global Director, Capital Markets at Thomson Financial and worked in international financial markets for Merrill Lynch. He has worked with many of the world’s leading financial institutions on the future of their industry, and contributed a chapter on the Humans + AI organization to Brett King’s Bank 5.0.
The keynote adapts to banking, broking, financial markets, investment banking, wealth management, financial planning, insurance, reinsurance, and private equity.
Keynote overview
- Generative and agentic AI in finance. How these technologies are moving from pilots into the daily operations of financial institutions.
- Human judgment becomes more valuable. Why the value of experienced judgment rises as machines grow more capable.
- Frameworks for Humans + AI. Practical structures for combining human and machine capability across financial services roles.
- Amplifying individual capability. How people across the organization use AI to extend what they can do.
- Re-architecting the enterprise. How leaders rework workflows, governance, and culture to build an AI-native organization.
- The disruption and the opportunity. What is at risk, and what is available to the institutions that move well.
Who it is for
Financial services leadership teams, industry conferences, and strategy offsites across banking, broking, financial markets, investment banking, wealth management, financial planning, insurance, reinsurance, and private equity.
Recent keynotes
- Creating the Future of Indonesian Financial Services, Visa
- Creating the Future of Financial Services: From Adoption to Transformation, F1Soft
- Humans + AI in the Future of Banking, Finastra
- Humans + AI: Creating the Organisation of the Future, SimCorp
- Your Future in an Accelerating World, Australian Finance Group
- Creating the Future of Stockbroking and Investment Advice, Stockbrokers and Investment Advisers Association
Related keynotes
Financial advice · Investment management · Life insurance · Mutuals and cooperatives
Tailored to your audience
Every keynote is tailored to the client, audience, and event. Ross has delivered keynotes and strategy sessions in 35 countries.
